Jeff Richards of GGV Capital on the Cloud, Digital Health, E-Commerce, and the Digitization of Everything (EP.184)
Panic with Friends - Howard Lindzon
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Cloud Stocks Are Down 50 %, but the Public Marked It Up 100 %
"There's some disconnect there. That's where i'm personally struggling right now," he says. "What you have in the private markets is people making moon shot bets and saying, 'If i get the next snowflake' I think we are already seeing somewhat of a reset, valuation wise."
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